This article will guide you through creating and assigning a Custom Category for customers. Custom Categories allow you to additionally classify your prospects and customers in a customized way. You can create as many custom categories as you require and each category can have unlimited selectable options. Categorizing customers allows an additional way to analyze your customer data later. Your Custom Category will also appear as a filter option when under Prospect or Member lookup. 

Requirements -
Create Custom Category: A Master Admin login or a staff type that has the following permissions:

• Club Setup: Can access setup  
• Club Setup: Can access custom categories setup

Assign Custom Category: A Master Admin login or a staff type that has the following permissions:

• Member Management : General: Can access client options
• Member Management : General: Can edit client profiles

Create Custom Categories

Go to Setup > Members > Custom Category > Enter a name for the Custom Category > Create The New Category. The new category will appear under Existing Custom Categories. 

Click the Edit pencil next to No options created yet to begin adding options. 

Enter the option name and click ADD. Continue this process until you have added all options.

Assign The Category To Customers

Click on the Prospect or Customers/Members tab and search for the customer. Select the customer and click on the Profile icon > Custom Category > Click on the drop down menu and choose your options > Update Profile